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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,243 | $111,785-76.5% | $93,669-72.0% | $145,877-82.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 5.53% | 203.79%-198.3pp | 133.59%-128.1pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,246 | $3,096-59.7% | $2,424-48.6% | $4,663-73.3% |
| Participant deferral / active EE | $2,321 | $4,919-52.8% | $4,416-47.4% | $6,691-65.3% |
| Admin fee / account holder | $32,335 | $10,256+215.3% | $8,291+290.0% | $13,402+141.3% |